The whole business on one screen
See the whole business at a glance.
One screen with every lead, call, offer and contract, where deals drop off, and every customer with the source they came from. Autoprocess builds it around your business, and it fills itself from the tools you already use, so nobody rebuilds the numbers by hand.
What you get
- The funnel for any period: leads, calls, offers and contracts, and the step where deals drop off.
- Which ads and sources actually bring in revenue, and where every deal stands, in front of the whole team.
- A click from any number down to the leads behind it.
- It fills itself from the tools you already run, such as your CRM, ad accounts, forms and spreadsheets, so nobody copies numbers by hand.
- Your stages, your words and your numbers, built around how your team already works.
Who it’s for
Owners whose business runs on a few tools that don’t talk to each other, spreadsheets everywhere, or reports someone builds by hand every week. Lead-based businesses especially: real estate investors, agencies and service companies.
How it starts
A chat
How things run today, the tools you use and the numbers you chase. Nothing to prepare.
Start where it counts
Usually the numbers someone rebuilds by hand every week.
See it within two weeks
A first look, on your own data.
In practice
For a real estate investor in Pennsylvania, the dashboard replaced a spreadsheet kept by hand every day. The whole team reads it daily, and any figure opens onto the leads behind it. Read the case study.
Questions
Do I have to change my CRM?
No. It works with the tools you already use. In the real estate case study the CRM stayed GoHighLevel.
What can it connect to?
Whatever holds your numbers: a CRM such as GoHighLevel, ad accounts, forms, calendars and spreadsheets.
Who owns it?
You do. It lives in your accounts. The real estate system was handed over with every part mapped, and it runs itself today.
How long does it take?
A first look within two weeks. Then it tends to grow: for the real estate investor, once the core was in, it surfaced ideas for much more that moved the needle further, from automations on documents to reporting and AI agents that reach out to new leads.
How do I start?
Press Start here, answer a few quick questions and pick a time for a chat. Nothing needs to be ready first.
Ready when you are
Let’s build yours.
You see the difference before you pay.
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